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Onward Medical (ONWD) investor relations material
Onward Medical Life Sciences Virtual Investor Forum 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Market need and company vision
Spinal cord injury affects 9 million globally, with high lifetime care costs exceeding $5 million per tetraplegic patient.
Technologies aim to restore hand function, mobility, and independence for those with spinal cord injuries.
Three platforms: ARC-EX (external stimulator), ARC-IM (implanted system), and ARC-BCI (brain-computer interface) at various development stages.
Over 10 FDA Breakthrough Device Designations and 150+ patents issued worldwide.
Strategic investors include Ottobock and the Christopher Reeve Foundation.
Technology platforms and clinical progress
ARC-EX is commercially available in the US and Europe, targeting hand function with a global TAM of $8 billion.
Pivotal study showed 90% improved strength/function, 87% reported better quality of life, with benefits seen up to 34 years post-injury.
ARC-IM, a fully implanted system, is in pivotal trials for blood pressure instability, showing positive results in all 14 initial patients.
ARC-BCI enables thought-driven movement restoration; five humans have been implanted, with US clinical trials planned in 2–3 years.
BCI technology secured exclusive rights and received FDA Breakthrough Device status.
Commercialization, sales, and reimbursement
Over 70 ARC-EX systems sold to 60+ US clinics by Q3, with strong ongoing demand and thousands of inbound inquiries.
US go-to-market strategy leverages a consultative sales team of therapists, focusing on 500 specialized clinics.
Initial reimbursement targets VA, workers' comp, and self-pay, with Medicare coverage planned after real-world data is established.
Revenue expected at $6–6.5 million in year one, rising to mid-teens (millions) in year two.
Company is fully funded for 2026 milestones, with runway into 2027 after a €50 million financing round.
- TimeTickerHeadlineOpen
- 6 FebWASH
Q4 2025 net income up 48%, adjusted EPS up 41%, AUA $7.8B, dividend yield 7.58%. - 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high.
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